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MultiPortfolioManager

MultiPortfolioManager is a Python-based application to manage multiple stock portfolios, including tracking trades, calculating profits, handling stock splits, and summing up dividends.

Use it to make a small mutual fund, or manage your family's stocks!

Features

  • Trade Management: Add, view, and manage stock trades.

  • Profit Calculation: Calculate portfolio profit/loss.

  • Dividend Aggregation: Summarize total dividends earned.

  • Stock Split Adjustment: Automatically adjust trades for stock splits.

    Requirements

  • Python 3.8+

  • pandas

  • yfinance

Installation

Clone the repository and install the required dependencies:

git clone https://github.com/abrahamchandy95/MultiPortfolioManager.git
cd MultiPortfolioManager
pip install -r requirements.txt

Usage

Run the following script on the terminal

python3 main.py <user> <action>

Action can be "data_entry", "profit", "dividends" or "summary"

Example:

python3 main.py mom summary

The trades information per user should be stored as a json file under data/trades/ but a csv/xlsx file can be used instead to upload all the trades done. Columns of the file should include date, ticker, amount, quantity, price.